We are live on ! Find out more
VTI icon

Vanguard Morningstar Total Stock Market ETF

2,734 hedge funds and large institutions have $121B invested in Vanguard Morningstar Total Stock Market ETF in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 1,193 increasing their positions, 1,019 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 86

101% more call options, than puts

Call options by funds: $212M | Put options by funds: $106M

17% more repeat investments, than reductions

Existing positions increased: 1,193 | Existing positions reduced: 1,019

7% more capital invested

Capital invested by funds: $113B → $121B (+$7.63B)

3% more funds holding in top 10

Funds holding in top 10: 583601 (+18)

2% more funds holding

Funds holding: 2,6802,734 (+54)

1.71% less ownership

Funds ownership: 33.42%31.71% (-1.7%)

Holders
2,734
Holders Change
+54
Holders Change %
+2.01%
% of All Funds
39.38%
Holding in Top 10
601
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+3.09%
% of All Funds
8.66%
New
176
Increased
1,193
Reduced
1,019
Closed
86
Calls
$212M
Puts
$106M
Net Calls
+$107M
Net Calls Change
-$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
1101
Columbus Macro
Pennsylvania
$3.64M -$45K -182 -1%
AFFA
1102
ALM First Financial Advisors
Texas
$3.64M
NF
1103
NavPoint Financial
Minnesota
$3.64M +$29.9K +121 +0.9%
CRI
1104
Colonial River Investments
Virginia
$3.62M +$2.78M +11,220 +412%
VBWMG
1105
Von Berge Wealth Management Group
California
$3.6M +$228K +923 +7%
FMP
1106
Financial Management Professionals
Texas
$3.6M -$410K -1,657 -11%
SL
1107
Sentry LLC
Tennessee
$3.6M
PAM
1108
Pegasus Asset Management
New York
$3.59M -$7.92K -32 -0.2%
CAWM
1109
Capital Advisors Wealth Management
Washington
$3.59M +$489K +1,977 +17%
BMCM
1110
Bryn Mawr Capital Management
Pennsylvania
$3.59M +$14.6K +59 +0.4%
CIP
1111
Capital Insight Partners
Arizona
$3.58M -$76.2K -308 -2%
FCMA
1112
Foresight Capital Management Advisors
Michigan
$3.58M +$107K +433 +3%
MAV
1113
Mason & Associates (Virginia)
Virginia
$3.58M +$3.41M +13,778 New
GC
1114
Gratus Capital
Georgia
$3.58M +$2.83M +11,458 +496%
LIM
1115
Letson Investment Management
Georgia
$3.58M
CTWM
1116
Cherry Tree Wealth Management
Minnesota
$3.56M -$17.6K -71 -0.5%
PAM
1117
Palisade Asset Management
Minnesota
$3.55M +$3.38M +13,663 New
KCM
1118
Kathmere Capital Management
Pennsylvania
$3.55M -$158K -638 -4%
KF
1119
Krilogy Financial
Missouri
$3.53M +$264K +1,066 +9%
SFP
1120
Strategic Financial Planning
Texas
$3.53M -$16.8K -68 -0.5%
CPSC
1121
Carl P. Sherr & Co
Massachusetts
$3.53M -$168K -681 -5%
SP
1122
Successful Portfolios
Florida
$3.52M +$401K +1,619 +14%
RWM
1123
Rockwood Wealth Management
Pennsylvania
$3.51M +$118K +475 +4%
6F
1124
626 Financial
Michigan
$3.5M -$152K -613 -4%
AIFAIM
1125
American Institute for Advanced Investment Management
Arizona
$3.48M -$50K -202 -1%

VTI Hedge Fund Activity: Q1 2024 in Review

2,734 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Total Stock Market ETF (VTI) for Q1 2024, worth a combined $121B — up 6.7% from $113B a quarter earlier.

Buyers outnumbered sellers: 176 funds opened new VTI positions and 86 closed out — a net gain of 90 holders — while 1,193 added to existing stakes and 1,019 trimmed.

The largest buyer was Vanguard Group, adding an estimated $996M. The largest seller was Morgan Stanley, cutting an estimated $2.91B.

  • 2,734 institutional investors held Vanguard Morningstar Total Stock Market ETF (VTI) as of Q1 2024, up from 2,680 in Q4 2023.
  • Funds reported $121B of Vanguard Morningstar Total Stock Market ETF stock for Q1 2024, up 6.7% quarter-over-quarter.
  • 176 funds opened new Vanguard Morningstar Total Stock Market ETF positions in Q1 2024 and 86 closed out, a net change of +90 holders.
  • The largest Vanguard Morningstar Total Stock Market ETF buyer in Q1 2024 was Vanguard Group, an estimated $996M added.
  • The largest Vanguard Morningstar Total Stock Market ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.91B sold.

Based on aggregated 13F filings for Q1 2024.